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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: sditto who wrote (32479)9/28/2000 11:04:46 AM
From: areokat  Read Replies (1) of 54805
 
<<what questions we are ultimately trying to answer.>>

Some Network core concepts are:

1. Of networks there shall be few.
2. Big networks are stronger than small networks ( and they become bigger?)
3.A Network in a tippy market dominates that market.
4. A company that dominates or controls a network usually obtains a larger share of the returns.

If we identify a company that is in a tippy market that dominates a large network we might be looking at a company we want to invest in?

Just some ideas in reaction to your question. I'm sure you could come up with more and better illustrations.

Tom
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